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The DUFF TORNEY Team
What We Do
We pride ourselves on providing high quality, fiduciary, fee-only advice to our clients.
Is a Family CFO right for me?
When we serve as a Family CFO, we serve as the architect of your financial life. We consult on each financial decision for the family – large or small. Our Family CFO services consult in the following areas:
Who We Serve
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Physicians
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Business Owners
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Executives
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Physicians Guide – Optimizing Your 1099 Income
Physicians often seek opportunities to supplement their retirement savings and defer taxes beyond their traditional retirement plans, such as a…
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Tax Implications for Business Sales
By Michael Torney, CFP, J.D., LL.M. I have advised many business owners on the tax implications of various financial planning areas. The…
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The Benefits of Owning Qualified Small Business Stock
By Michael Torney, CFP, J.D., LL.M. Founders of small businesses have many tax benefits while running their business. They also may…